MCM
SU icon

McKinley Capital Management’s Suncor Energy SU Stock Holding History

McKinley Capital Management’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-27,862
Closed -$440K – 204
2020
Q1 		$440K Sell
27,862
-820
-3% -$21.5K 0.04% 169
2019
Q4 		$941K Sell
28,682
-2,693
-9% -$84.1K 0.06% 146
2019
Q3 		$991K Sell
31,375
-865
-3% -$26K 0.07% 123
2019
Q2 		$1M Sell
32,240
-7,251
-18% -$232K 0.06% 151
2019
Q1 		$1.28M Buy
39,491
+53
+0.1% +$1.73K 0.09% 115
2018
Q4 		$1.1M Sell
39,438
-287
-0.7% -$9.54K 0.09% 120
2018
Q3 		$1.54M Sell
39,725
-2,079
-5% -$84.1K 0.1% 108
2018
Q2 		$1.7M Sell
41,804
-1,861
-4% -$72.5K 0.11% 101
2018
Q1 		$1.51M Buy
43,665
+2,519
+6% +$87.8K 0.09% 107
2017
Q4 		$1.51M Buy
+41,146
New +$1.43M 0.08% 185
2017
Q2 		– Sell
-259,000
Closed -$10.6M – 559
2017
Q1 		$10.6M Buy
+259,000
New +$8.16M 0.39% 68
2016
Q2 		– Sell
-189,805
Closed -$6.87M – 499
2016
Q1 		$6.87M Buy
189,805
+26,536
+16% +$642K 0.33% 85
2015
Q4 		$5.83M Sell
163,269
-1,109,491
-87% -$30.6M 0.27% 100
2015
Q3 		$45.4M Buy
1,272,760
+415,995
+49% +$11.2M 2.21% 4
2015
Q2 		$29.5M Buy
856,765
+511,865
+148% +$15.5M 1.26% 22
2015
Q1 		$12.8M Sell
344,900
-3,039
-0.9% -$90.3K 0.51% 56
2014
Q4 		$12.8M Sell
347,939
-160,661
-32% -$5.32M 0.52% 53
2014
Q3 		$20.6M Buy
508,600
+500,132
+5,906% +$20.1M 0.91% 36
2014
Q2 		$361K Sell
8,468
-29,578
-78% -$1.15M 0.01% 262
2014
Q1 		$1.33M Sell
38,046
-3,064
-7% -$102K 0.06% 205
2013
Q4 		$1.44M Sell
41,110
-406,690
-91% -$14.3M 0.06% 215
2013
Q3 		$16M Sell
447,800
-92,600
-17% -$3.08M 0.7% 46
2013
Q2 		$16.8M Buy
+540,400
New +$16.3M 0.84% 43

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

McKinley Capital Management's SU Position: Q2 2020 in Review

McKinley Capital Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 27,862 shares — an estimated $440K sold.

McKinley Capital Management first reported a position in SU in Q2 2013 and held it in 23 quarters. The position peaked at $45.4M in Q3 2015. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • McKinley Capital Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • McKinley Capital Management sold 27,862 Suncor Energy shares in Q2 2020, an estimated $440K.
  • McKinley Capital Management first reported a position in Suncor Energy in Q2 2013 and held it in 23 quarters.
  • McKinley Capital Management's Suncor Energy position peaked at $45.4M in Q3 2015.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on McKinley Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.